A Wealth Of
empathyexpertiseprinciplesdistinctionnew ideas

A Wealth of Empathy

No one cares how much you know, until they know how much you care. – Theodore Roosevelt

At Monarch, our every decision is framed with empathy for our clients and their desires for their families and futures. As a result, our clients feel a sense of:

Warmth

We cherish our clients. The relationships we build are both personal and professional, transcending the typical rapport between financial advisor and account holder. Greeting clients with a warm hug might be unusual at some firms, but not ours.

Satisfaction

We couple an academic investment approach with decades of sound, real-world investment experience. We take a keen and discriminating view of the research, allocation, risk, trading and monitoring of portfolios. Solid execution in each of these areas drives an impressive record of investment performance.

Fulfillment

We take great care and pride in serving as our clients’ fiduciary investment manager. We understand that an investment portfolio is the means by which more important objectives are realized. This is why we define success as helping actualize your grand vision.

A Wealth of Expertise

An expert is someone who knows some of the worst mistakes that can be made in his subject, and how to avoid them. – Werner Heisenberg

Our team comes from backgrounds of diverse specialties — from investments to planning, and from private banking to real estate — but we all trace our roots back to trust companies within multinational banks.

Whether devising complex investment, tax or estate planning strategies, our team does so with dedication and precision. We remain fluent with the latest legal and tax issues facing families by sponsoring an ongoing education forum with nationally renowned speakers for attorneys and CPAs.

Brian Zeitz

PresidentDirector of Investments

Brian Zeitz, FICB

With over two decades of experience as a senior portfolio manager, Brian Zeitz brings a wealth of practical knowledge to his role as Monarch’s Director of Investments. Always with an eye on the bigger picture, Brian asks the deeper questions: Do investment opportunities conform to our clients’ ethical and moral values? Are we striking the proper balance between our desire for superior returns and the inherent risk in striving for relative out-performance? While his days are spent in spreadsheets, research analysis, trading and portfolio management, Brian’s nights may find him working with a child of a client who needs direction, or teaching investments at The Women’s Resource Center.

Portfolio Management

Strategic Asset Allocation

Risk Mitigation

A Wealth of Principle

Change your opinions, keep to your principles. – Victor Hugo

We are committed to success, but never at the expense of what matters most. Personal relationships are the bedrock of our business and we pride ourselves on placing principles before profits. Indeed, we work every day to be the embodiment of the following four principles:

Integrity

We believe that collecting commissions on trading, paying for referrals and participating in soft-dollar research agreements compromise a firm’s integrity. These may be standard practices across the industry, but not here. We are not your standard firm.

Transparency

We are an open book at Monarch. Clients have access to information at their fingertips, at all times. There are no hidden fees and no obscure investments, only complete transparency. It’s brilliant in its simplicity, yet unusual for a financial firm.

Humility

As informed and assertive as our money managers may be in the financial arena, we would never presume to dismiss a client’s input about their investments. We believe that humility is an essential element in a healthy relationship and we treasure our client’s opinion on all manner of subjects, from business dealings to wine recommendations.

Accountability

Our money managers are accountable to you alone and keep you in the loop when making investment decisions in your best interest. You won’t deal with unknown mutual fund managers in far flung places. You’ll maintain control over your own financial destiny. As you should.

A Wealth of Distinction

Art is anything people do with distinction. – Louis Dudek

As an industry rule, a comprehensive offering of services such as ours are generally only available to families with wealth in excess of twenty-five million dollars. But we are the exception to that rule. We serve families who have need of traditional family office services, but do not meet the high minimum requirement to become clients.

As further points of distinction, Monarch functions as more than a fiduciary investment management practice. We are more than a financial planning firm. We are:

More integrated.

Monarch offers a more integrated wealth management approach, combining individual security selection, sector allocation and broader asset allocation management within our actively managed portfolios to manage risk and mitigate taxes. We take positions in large growing companies, many paying a consistent and growing stream of dividend income. We complement our quality large cap holdings with small and mid-cap securities, international and emerging markets, as well as alternatives and commodities to enhance performance and lower portfolio risk. Prudent management coupled with low cost and tax efficiency leads to superior long-term outcomes.

More focused.

Our integrated wealth management approach focuses first and foremost on investment planning. We help clients determine an appropriate risk exposure which, coupled with a determination of personal cash flow needs, allows us to create a fully customized asset allocation. We continue to add value by analyzing the tax consequences of each potential trade.

Our role is to understand each of our clients’ circumstances and to marshal the resources required to help clients meet their specific goals. In our fully customized portfolio construction, we take into account client investments outside of our firm. In so doing we reduce redundant positions and risk of over exposure to asset classes.

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A Wealth of Good Works

I think I am very mainstream – I am committed to good works in my life. – Peter Jennings

Our commitment to our clients is reflective of a philosophy that extends out to our community. As a firm, Monarch allocates a percentage of our revenues annually to benefit and enrich various causes that matter to our clients and our employees. Below are some of the organizations that our firm supports on an ongoing basis.

If you’d like to learn more about the organizations that mean so much to us, please click below or speak with our team.

A Wealth of Opportunity

The reward for work well done is the opportunity to do more. – Jonas Salk

We believe our level of personal professionalism is rare in the financial services arena and that our focus on fiduciary responsibilities, extraordinary service and research-based thought leadership set us apart. Most importantly, our clients find that our methodology creates better outcomes.

A wealth of opportunity awaits you at Monarch. We invite you to schedule a face-to-face meeting with a member of our executive team and look forward to connecting with you soon.

Contact Us

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Monarch

5245 Office Park Blvd., Suite 101

Bradenton, FL 34203

Phone: 941.361.1212

Email: info@wealthmanagedwell.com

Monarch is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.